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FL Permit Pay

Manage a customer record

Save reliable contact and address details so the office can connect work to the right customer.

Open a customer record in FL Permit PayCustomers workspace

A contact your office can actually reach, attached to an address the crew can actually find, so a job, a proposal and a permit all point at the same person instead of three spellings of them.

Before you start

  • Customer name

    Use the household or company name your team expects to search.

  • A usable contact

    Have at least one dependable phone number or email address.

  • The billing or site address

    Add the location used to connect the customer to job work.

Follow the task on screen.

The FL Permit Pay Customers workspace, showing sample customer records with the New customer and Import customers controls in the header.
  1. Step 1. New customerOpens the Add a customer panel on this page.
  2. Step 2. Import customersBulk intake from a spreadsheet or another system.
Sample records from the demonstration organization, with names and street addresses replaced. The screenshot does not prove a saved customer, a delivered message, or any job, proposal or permit outcome.
  1. 1Marker 1 on the screenshot

    Open the intake panel

    Select New customer. The Add a customer panel opens on this same page. You are not taken to a separate form.

    You know it worked when The Add a customer fields appear below the header.

  2. 2Not on this screen

    Enter a contact your office can actually use

    In the panel that opened, fill Customer name with the household or company, then give at least one working phone number or email address and the billing or site address.

    You know it worked when FL Permit Pay accepts the record and lists it in the collection.

  3. 3Marker 2 on the screenshot

    Bring an existing customer list in

    If the customers already exist somewhere else, use Import customers instead of typing them again.

    You know it worked when The import screen opens and shows what it matched before anything is saved.

  4. 4Not on this screen

    Open the record to connect it to work

    Narrow the list with Search customers, then open the customer to see their jobs, proposals and contact history in one place.

    You know it worked when The customer record opens with the work already linked to it.

You are finished when

The customer is ready to connect to a job

The saved record has a usable contact and address and appears in the Customers workspace.

What still needs your review

  • Job ready is a narrow checkJob ready means the record has a usable contact and address. It does not prove permit, schedule, payment, or compliance readiness.
  • Review possible duplicatesA possible duplicate is a prompt for a person to compare records, not proof that two customers are the same.

If the screen looks different

The workspace can be in any of these states when you arrive. Find the one in front of you.

Saved and visible

Confirm the customer record appears in the workspace before moving on.

Nothing here yet

Use the page's first-record action when no customer record exists yet.

Still loading

Wait for the workspace to finish loading before selecting a record or action.

Could not load

Use the retry shown on the page. Do not treat an error as an empty record set.

Connection lost

Reconnect before saving. Keep the page open so entered details are not mistaken for a saved record.

Some source details are unavailable

Read the availability note and verify any missing source details before acting on them.

Access is limited

Ask an organization owner for the capability named in this guide.

This feature is not available

Review the access notice shown in FL Permit Pay before continuing.

Troubleshooting

FL Permit Pay flags a possible duplicate.

Open the existing record and compare the name, contact, and address before creating another customer.

The record is visible but cannot be changed.

Ask an organization owner for customers.manage access.